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Pick a Time That Works for You
Choose a date and time below. You’ll receive a confirmation email with all the details.
What to expect
Call Details
Introduction Call
Let’s talk about your financial future
No pressure. No sales pitch. Just an honest conversation to see if we’re a good fit for each other.
Fee-Only & Fiduciary Standard
We’re held to the highest legal and ethical standard. We never receive commissions, so our advice is always in your best interest.
Modern Technology
Advanced planning tools give you clarity and real-time access to your financial plan.
Independent Advisor
Completely independent from banks and brokerages. I recommend only what serves your interests.
Common Questions
Q: Do I need to prepare anything?
Nope! This is an informal conversation. Just come ready to talk about your financial goals and concerns.
Q: Will you try to sell me something?
Absolutely not. This call is about getting to know each other. There’s no pitch, and no pressure, just conversation.
Q: What if we’re not a good fit?
That’s totally fine! I’d rather be honest upfront than waste your time. If I can’t help you, I’ll tell you and potentially point you in a better direction.
Q: How much does your service cost?
I use a transparent, tiered fee structure based on the amount of assets I manage for you. We can discuss this on the call, but there’s no commitment required.
Q: What happens after the call?
If we both feel it’s a good fit, I’ll send you information about our services and next steps. I’ll ask you to wait at least 24 hours before making any decision. This is an important choice and you should take time to think it over. No pressure, no rush, ever.